Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,630 | $161,352+8.2% | $134,172+30.2% | $137,256+27.2% |
| Participation rate | 90.0% | 78.3%+11.7pp | 72.5%+17.5pp | 80.0%+10.0pp |
| Annual return | 12.37% | 28.72%-16.3pp | 25.30%-12.9pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,986 | $4,099-51.5% | $3,420-41.9% | $4,156-52.2% |
| Participant deferral / active EE | $6,729 | $5,552+21.2% | $4,690+43.5% | $6,407+5.0% |
| Admin fee / account holder | $7 | $15,028-100.0% | $12,016-99.9% | $12,270-99.9% |